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Assistant Financial Advisor

Creative Leadership Solutions
Pretoria Pretoria Tshwane, South Africa
Closing date
Jun 8, 2024

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Job Role
Accounts Assistant
Contract Type
Full Time
Assistant Financial Advisor IntroductionOne of our clients is a Boutique Risk and Asset Management firm who help their clients define and implement a personalised Financial MAP towards Financial Freedom. They support this service offered to clients with their market leading online financial literacy course that equip clients with the necessary tools to help improve and define their respective journeys toward financial freedom.Job Purpose Our client is looking for a young ambitious professional that has a passion for the financial services industry. This individual will be responsible for providing individuals/ clients with sound advice regarding their financial planning and investments.RequirementsMinimum education (essential)Own vehicle and Cell phone.Matric / Grade 12.B. Com, LLB or financial industry related qualification (preferable).No criminal record and clean ITC listing.Minimum education (desirable)Class of Business CertificatesRE5 CertificateMinimum applicable experience (years)2 - 3 years in financeRequired nature of experienceSourcing and meeting potential clients.Establishing their financial needs and goals.Developing professional needs analysis.Recommending suitable insurance and investment solutions.Ongoing reviews and servicing of your existing clients.Skills and Knowledge (essential)Know and understand Discovery ( products and processes.Outstanding organisational skills.Ability to solve practical problems.Excellent communication and customer service skills (Oral and Written).Knowledge of organizational effectiveness and operations management.Familiarity with business and financial principles.Proven work experience as a paraplanner or similar role.Leadership ability.Desirable Traits Results-orientatedSense of urgencyAnalyticalHonestPresentableInnovativeTeam playerThorough and attention to detailLeadership ability.RemunerationMarket related base salary, plus commission. (Base salary dependable on experience)
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